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Estate Planning Worksheet

General Information
  Date:
  Phone:
  E-Mail:
  Street:
  City:
  County:
  State:
  Zip Code:
Your Information Spouse Information (If Applicable)
  U.S. Citizen: yes no
  First Name:
  Middle Initial:
  Last Name:
  Date of Birth:
U.S. Citizen: yes no
First Name:
Middle Initial:
Last Name:
Date of Birth:
What is your primary motivation for considering estate planning?
  Avoid probate:
  Guardianship for minor children:
  Disabled child:
Business Owner:
Federal estate tax planning:
(assets $2,000,000 or above)
Other:
 

Which profile best fits you:
Married or single with minor children
Married or single with adult children.
Married or single, no children.
Caregiver for elderly relatives
Other.
   
 
Schwartz Manes Ruby & Slovin, LPA | 441 Vine Street, Suite 2900 | Cincinnati, Oh 45202-3090 | 513.579.1414